To

Recipients of the SMS. This is either a:

• single recipient's name and mobile phone number
• <Multiple Recipients>, if there are several people who are being sent the SMS.

Message

Text message to be sent to the recipient or recipients.

Note: Some mail servers automatically append disclaimers or policies on outbound emails, including SMSes. To prevent this, set the terminator in the SMS Configuration. See Using the Email / SMS Configuration window in the System maintenance manual.

ID Field to Use

Select whether to use the ID:

• of the community member you are examining in the maintenance screen
• from a field of the grid you are emailing records from.

For example, if emailing from the Relations tab of Current Student Maintenance, you can select to email the student or their relations.

Note: This field is only displayed if there are multiple fields from which IDs could be selected.

If ID is Student/Future Student send to parents

Select to send the SMS text message to the mobile phones of parents or guardians instead, if the selected community member is either a:

• current student
• future student.

Note: If you select to send it to the parents or guardians, the first priority is relationships that have Use SMS set. If not, then Synergetic searches for contacts with the Lives With flag set. Only one SMS is sent, unless the contacts are separate Lives With contacts, in which case they will both receive an SMS.

Characters Remaining

Number of characters that can be still be entered in the Message field.

Before typing any characters in the Message field, the Characters Remaining field shows the maximum characters allowed.

See SMS:CharacterCount configuration setting in the System maintenance manual.

Authentication Type

Select either:

• Login if your SMS is authenticated
• None if not.

User Name / Password

Your user name and password required when your SMS is authenticated.

Sender Name

Name of the person the recipients receive as the sender's name. This defaults to your name.

Note: If you have access, you can use the button to nominate another staff member to send the SMS on behalf of.
See the button below.

Sender Email Address

Email address of the person the recipients receive as the sender's email address. This defaults to your email address.

Note: If you have access, you can use the button to nominate another staff member to send the SMS on behalf of. Their email address is used.

Email a copy to yourself

You can select to:

• not receive a copy
• send a copy of the email to yourself:
  • the same as the recipients have received
  • including the recipient list in the body of the text
  • including an attachment with the list of recipients.

Note: Synergetic formats an email when sending an SMS, before converting it to an SMS text message and sending the SMS to the recipients. The email can be sent to yourself.

Edit the people who will receive the SMS.

If there are multiple recipients, you can:

• add a member of the Synergetic community to the list
• add a staff member
• delete anyone listed.

Tip: Select Hide Empty Mobile Phone Number(s) to only show people who have a mobile phone set up. See the field descriptions below.

Note: If you are sending an SMS to one person only, the Find Name on Community window is displayed. Search for the community member you want to SMS and click .

Update the email, SMS and fax configuration settings, if you have access.

The Email / SMS Configuration window is displayed.

See Using the Email / SMS Configuration window in the System maintenance manual.

Find a staff member to send the SMS on behalf of, if you have access.

Send the SMS to the recipients.

Hide Empty Mobile Phone Number(s)

Select to hide names that do not have a mobile phone number set up.

In the example used above, Mr Diamond no longer appears when this field is selected.

ID

Synergetic ID of the community member.

Mobile

Name of the community member and their mobile phone number, if it is available.

Synergetic uses the community member's default mobile phone unless contacting parents of students or future students, which may have been explicitly set to use the occupation or home phone numbers.

In the following example, the Default Mobile Phone is Personal so the Mobile field on the Phone tab is used.

In the following example, the Default Mobile Phone is Occupation so the Mobile field on the Occupation tab is used.

See:

• Community Maintenance - Phone tab in the Community manual
• Community Maintenance - Occupation tab in the Community manual.

Add one or more community members to the list of recipients.

To add one or more community members:

1. Click .

   The Find Name on Community window is displayed.

   

2. Search for the community member.
3. Click .
4. Repeat steps 1 through 3 for each person to be added.

Add one or more staff members to the list of recipients.

To add one or more staff members:

1. Click .

   The Staff Search window is displayed.

   

2. Search for the staff member.
3. Click .
4. Repeat steps 1 through 3 for each person to be added.

Delete the person from the recipient list.

The following dialog is displayed.

Click to delete the person from the list.

Close the window. The selected recipients are used.